E227 - Holiday Market Rally: What Thanksgiving Week Reveals About 2025

Markets kicked off the season with a strong holiday market rally, as Thanksgiving week brought renewed momentum across stocks and encouraging signs from consumers. In this market briefing, David Hollander breaks down what’s driving the upbeat sentiment, why holiday spending data is shaping expectations, and how AI continues to influence market leadership and portfolio concentration risks. 

David also discusses opportunities in the bond market, the broader outlook for 2026 earnings, and the historical trend that suggests market highs don’t necessarily mean limited upside. 

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